May 09, 2018 Guest(s): Doug Groh Portfolio Manager, Tocqueville
Tocqueville Asset Management's picks for mining stocks include Pan American Silver, and Detour Gold, according to Doug Groh, portfolio manager at Tocqueville.
On Detour Gold, Tocqueville is "a believer in that asset and that deposit," Groh told Kitco News on the sidelines of the Mines & Money New York conference. "We would think that it's a very attractive acquisition candidate. They've had a couple of stumbles, and the majors are going to be looking for assets in North America."
Groh added that the fund is more focused on North America now than in the past, especially with heightened geopolitical risks abroad.